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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,257 | $100,811-47.2% | $86,698-38.6% | $134,545-60.4% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -18.28% | 29.11%-47.4pp | 35.96%-54.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $820 | $3,490-76.5% | $2,837-71.1% | $4,742-82.7% |
| Participant deferral / active EE | $2,874 | $5,339-46.2% | $4,656-38.3% | $6,401-55.1% |
| Admin fee / account holder | $2,973 | $10,926-72.8% | $7,492-60.3% | $11,431-74.0% |